Wassenaar Financial Group Inc

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

21 Years

in Business

Accredited

Business

(641) 628-1871Call Visit WebsiteVisit Website Map & DirectionsDirections701 Main StPella, IA 50219 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Pella with Financial Planning Consultants

Harvey (10 miles)
Otley (12 miles)
Leighton (13 miles)
Tracy (15 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Payment method: amex, discover, master card, visa, cash, debit
Other Link: https://www.wassenaarfinancial.com
Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Details

Phone: (641) 628-1871

Address: 701 Main St, Pella, IA 50219

Website: https://www.wassenaarfinancial.com

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Wassenaar Financial Group Inc

Tax Planning
® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.
Estate Taxes
Roth IRA

Mutual Funds
Bonds
Wealth Management
“I am often asked, ‘Exactly what is it that you do?’” Craig says, “I help others through the various stages in their lives to create and grow wealth, to protect and preserve wealth, to plan for the distribution of wealth at retirement, and to plan for the distribution of wealth at death. In a nutshell, I help people get a firm understanding of what their current financial situation is; I help them establish goals for the future; and, most importantly, I aid them in the development and carrying out of a game plan to work towards their goals. ” This process of Comprehensive Wealth Management applies to clients with complex financial situations as well as to families that are just getting started.

Financial Planning
Certified Financial Planner ™ designation by meeting rigorous experience and ethical requirements, successfully completing financial planning coursework and passing the CFP
Retirement Planning
Understanding Is Key – Demystifying the retirement planning process by explaining the process in easy-to-understand terms and concepts is our specialty. From creation, to growth, preservation, and distribution, Wassenaar Financial Group is here for you every step of the way.
Annuities
Long Term Care
Protection Is Key – Insurance is a vital part of any financial plan. We can help you navigate the options and determine a solution that fits your needs whether it’s life, disability or long-term care.
Asset Management
® designee in March 2010. The AIF mission is to promote a culture of fiduciary responsibility and improve the decision-making process of investment fiduciaries. The training provided a unique comprehensive overview of fiduciary standards of excellence, asset allocation, preparation of investment policy statements, manager selection and due diligence, performance measurement, and other related subjects.
College Funding

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